Digital Experience Portals

FintechOS Studio provides various ways for streamlining the experience of your business users by customizing the Digital Experience Portals in accordance to their needs.

The following customization features are available:

  • Customize the login and home page
  • Use a custom UI theme
  • Use custom icons
  • Visual branding
  • Add digital journey sticky header
  • Customize dashboards using widgets
  • Show tooltips (if allowed by the Portal customization).

With the use of portal profiles, you can also customize Digital Experience Portals with specific elements like background image, menu items, dashboards, or specific values for system parameters. For more information on portal profiles, see Portal Profiles.

Theme Support

The portals come with multiple options for customizing the layout by uploading a background image, generating a color palette, or using a floating style, global dashboard, or shortcuts on the homepage.

Custom Theme Support

Custom theme support is useful for streamlining, automating, and merging deployments with FintechOS Platform upgrades.

Enhanced Security

The portals facilitate adaptive user interface based on role (designer, portal), with available apps displayed accordingly, as well as dedicated data form for self-service user profile management.

Visual Branding Support

The portals come with the default color palette inherited from FintechOS Platform brand. However, you can switch it over to custom colors and logo or pick one of the available color palettes.

Enriched Dashboards

There are extensive types of elements supported within user dashboards, such as KPIs, HTML widgets, charts and Fincharts, views, and Power Bi reports. Security wise, all such elements may be restricted to certain user roles.

Native Analytics

The portals feature a powerful library of charts for displaying business information in a compelling and visual way, serving diverse and complex analytics needs.

The figure below shows an example of how a Digital Experience Portal may be customized: